Long and Associates LLC operates on a Fee-Only basis. What does this mean for you?
- We do not accept any commissions, kickbacks or other third party compensation!
- We are independent of any Broker, Insurance Company, or Mutual Fund Company – we put your interests first.
- We are Certified Financial Planners, CFP(r), and NAPFA Registered Financial Advisors, meeting the highest standards for competency and ethics in the industry.
- Chris Long has a deep business background and education, including degrees from Yale and Stanford, and work experience with PepsiCo, Kraft, and Microsoft.
- We do not sell anything except our advice. We offer complete transparency with no hidden agendas.
- BA Yale University
- MBA Stanford University
- Certified Financial Planner ® (CFP®)
- NAPFA Registered Financial AdvisorTM
- Long Financial Planning is a Registered Investment Advisor
- National Association of Personal Financial Advisors (NAPFA)
- Served as National Board Member
- Served as Midwest Region Chair, President
- Chair of first NAPFA Investments Conference
- Chicago Study Group Leader
- Vistage International — Voted Member of the Year, 2008 by his Vistage Group
- The Crossroads Fund — Board Member, Treasurer
- Sarah’s Circle — Served as Board Member, Finance Committee Member
Press (partial list)
- Chicago Tribune
- Money Magazine
- Black Enterprise Magazine
- Ladies Home Journal
- WGN-AM Radio — Chicago
Chris resides in Chicago, IL
“Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,
which it awards to individuals who successfully complete CFP Board’s initial and ongoing